See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,418 | $76,367-74.6% | $93,606-79.3% | $72,985-73.4% |
| Participation rate | 79.3% | 71.7%+7.6pp | 75.8%+3.5pp | 69.5%+9.9pp |
| Annual return | 20.59% | 25.82%-5.2pp | 32.76%-12.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $687 | $2,275-69.8% | $2,718-74.7% | $2,440-71.8% |
| Participant deferral / active EE | $2,725 | $3,538-23.0% | $4,069-33.0% | $3,607-24.5% |
| Admin fee / account holder | $57 | $6,838-99.2% | $7,888-99.3% | $5,124-98.9% |